Our Services
My Personal Approach
Money Management
Disciplined Leadership™

Access to Some of the Best Money Management Services

To allow myself the time to provide you with complete and highly personalized financial guidance, I strongly believe in using professional money management through the Blackmont Integrated Managed Accounts (IMA) platform.

The IMA platform’s top managers and their teams provide you with a well-diversified, high quality portfolio at a lower cost and with lower risk than most individually-designed stock portfolios. They have access to high calibre information and teams of professionals dedicated solely to investment products. These top managers are well equipped to monitor your holdings frequently and to make decisions without emotion, which is very difficult for clients and investment advisors to do.

The IMA program also provides you with one of the most detailed account reports available. Plus, management fees* are tax deductible and typically less than with many other investments such as mutual funds. Our IMA professional money management platform provides me with limitless product options to truly and fully customize your portfolio so that it meets your needs and goals. I can choose from among many investment options without bias as there is no incentive for me to choose one over the other.

Whether it is an equity portfolio of stocks or mutual funds, or a fixed income portfolio of bonds, debentures and/or GICs you need, we will work together to design a portfolio tailored to your lifestyle needs and goals.
 

*Applies to non-RRSP accounts only.